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Wealthspire Advisors (Maryland)’s iShares MSCI Australia ETF EWA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-200
Closed -$4K – 2504
2018
Q4 		$4K Hold
200
– – ﹤0.01% 1813
2018
Q3 		$4K Hold
200
– – ﹤0.01% 1894
2018
Q2 		$5K Hold
200
– – ﹤0.01% 1780
2018
Q1 		$4K Hold
200
– – ﹤0.01% 1899
2017
Q4 		$5K Buy
200
+150
+300% +$3.42K ﹤0.01% 1822
2017
Q3 		$1K Hold
50
– – ﹤0.01% 2084
2017
Q2 		$1K Buy
+50
New +$1.1K ﹤0.01% 2077

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWA Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Australia ETF (EWA) in Q1 2019, closing a stake of 200 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in EWA in Q2 2017 and held it in 7 quarters. The position peaked at $5K in Q2 2018. 168 funds tracked by Wall St. Rank hold EWA as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Australia ETF position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 200 iShares MSCI Australia ETF shares in Q1 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Australia ETF in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Australia ETF position peaked at $5K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.